Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q4 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI UTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-864- 3.83% |
$31.3K - $36.5K
|
21.7K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-876- 9.21% |
$31.7K - $37K
|
8.63K
$432K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-989- 9.92% |
$35.8K - $41.8K
|
8.98K
$449K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.02K- 86.81% |
$36.9K - $43.1K
|
155
$7.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.1K- 14.54% |
$39.8K - $46.6K
|
6.47K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.11K- 0.28% |
$40.3K - $47.1K
|
399K
$19.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.15K- 4.8% |
$41.5K - $48.5K
|
22.7K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.15K- 12.66% |
$41.6K - $48.6K
|
7.93K
$396K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.31K- 5.11% |
$47.3K - $55.3K
|
24.3K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 7.8% |
$47.5K - $55.5K
|
15.5K
$776K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.45K- 33.08% |
$52.4K - $61.2K
|
2.93K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.62K- 20.74% |
$58.6K - $68.5K
|
6.19K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.69K- 12.17% |
$61.1K - $71.4K
|
12.2K
$610K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.76K- 20.77% |
$63.7K - $74.5K
|
6.72K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.2K- 20.8% |
$79.5K - $92.9K
|
8.37K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.34K- 21.86% |
$84.7K - $99K
|
8.36K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.36K- 99.66% |
$85.4K - $99.8K
|
8
$400
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.44K- 15.32% |
$88.2K - $103K
|
13.5K
$674K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.48K- 13.29% |
$89.5K - $105K
|
16.1K
$808K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.5K- 21.18% |
$90.4K - $106K
|
9.3K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.58K- 4.23% |
$93.5K - $109K
|
58.5K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.75K- 17.46% |
$99.5K - $116K
|
13K
$651K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.27K- 13.5% |
$118K - $138K
|
20.9K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.59K- 2.52% |
$130K - $152K
|
139K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 23.88% |
$131K - $153K
|
11.5K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.35K- 18.12% |
$157K - $184K
|
19.7K
$983K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.65K- 77.48% |
$168K - $197K
|
1.35K
$67.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.68K- 10.77% |
$169K - $198K
|
38.8K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.86K- 47.17% |
$212K - $248K
|
6.56K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.77K- 24.29% |
$245K - $286K
|
21.1K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.91K- 25.6% |
$250K - $292K
|
20.1K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.96K- 20.91% |
$288K - $337K
|
30.1K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.83K- 59.05% |
$356K - $416K
|
6.82K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-10.1K- 61.52% |
$366K - $427K
|
6.32K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 21.59% |
$385K - $450K
|
38.7K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11K- 24.14% |
$398K - $465K
|
34.6K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-12.6K- 49.06% |
$457K - $534K
|
13.1K
$656K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-13K- 16.61% |
$471K - $551K
|
65.4K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3K- 33.37% |
$517K - $604K
|
28.5K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18K- 75.97% |
$651K - $760K
|
5.69K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 57.95% |
$669K - $782K
|
13.4K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-21.5K- 26.97% |
$777K - $908K
|
58.1K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-22.9K- 19.61% |
$829K - $968K
|
93.9K
$4.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.9K- 61.52% |
$829K - $970K
|
14.3K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-23K- 66.89% |
$833K - $974K
|
11.4K
$570K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.8K- 14.56% |
$1.15M - $1.34M
|
186K
$9.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.9K- 16.98% |
$1.84M - $2.15M
|
249K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.1K- 16.19% |
$1.89M - $2.21M
|
270K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-56.9K- 85.32% |
$2.06M - $2.41M
|
9.8K
$490K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-57.5K- 80.67% |
$2.08M - $2.43M
|
13.8K
$689K
|